Apple is Peloton's New Nightmare

After decades of spinoffs and separations of various parts, GE Aerospace is now trending toward integration. Its $11.75 billion acquisition of Consolidation Precision Products is taking what business schools have been teaching for years (specialization, capital light) and flippin ...  Show more

A completely mailbag episode. In the first segment, Jon, Matt, and Rachel take a question regarding return on invested capital (ROIC), and how this metric plays into investment decisions. In the second segment, a listener asks about bottlenecks in the power generation space and h ...  Show more

Apple unveiling new iPhones, watches, and AirPods at its product event. How the tech giant is raising prices, and why one top analyst isn’t loving the latest updates. Plus the under-the-radar group of stocks quietly outperforming the broader market. What they have in common, a ...

Scott Wapner and the Investment Committee discuss tech's amazing run this year and Apple's road to $3 trillion in market cap. Our Calls of the Day are bullish notes on Ulta Beauty and Chipotle. Josh Brown explains why he thinks crypto is about to head into a new phase. And our ...

Markets extend recent strength and notch fresh records. Former Bridgewater Chief Investment Strategist Rebecca Patterson on what's next for markets. Our Steve Kovach is on the ground at an Apple store to gauge customer excitement for the new phone. Vital Knowledge's Adam Crisf ...

Scott Wapner and the investment committee debate whether Apple’s record run is enough to keep the tech trade powering ahead. Also, how to play the flood of big retail earnings this week. Plus, this stock is down more than 30% this year, but a bullish new call says it’s a “no-b ...